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Page 15 of 56
All posts related to the industry in general.
Intel Is Pursuing AMD To Secure It As a Foundry Customer, Implying that Team Blue Is ‘Heavily Confident’ With Upcoming 18A & 14A Nodes
Japan’s Rapidus Secures ‘Major’ American Customers for Its 2nm Process, Ramping Up the Race Against TSMC and Intel
OpenAI CEO Sam Altman Pays ‘Secret Visit’ to Taiwan, Reaching Out to TSMC For the ‘Highly-Ambitious’ In-House AI Chip Project
TSMC Fast-Tracks Production of Cutting-Edge Nodes in The US, With A16 (1.6nm) To Now Debut a Year Earlier Amid US-Taiwan Parity Pressure
TSMC Would Be Wiser to Invest Directly in America, Rather Than Getting Entangled in Partnership With the Likes of Intel, Says Analyst
TSMC’s 3nm and 5nm Production Is Reportedly Projected to Be ‘100% Booked’ by Next Year as Chips Become a Scarce Resource for Big Tech
“No One Needs Atomic Bombs, Everyone Needs AI,” Says NVIDIA CEO, Highlighting the Importance of Sovereign AI for Nations Around the Globe
President Trump’s New Chip Policies Could Force TSMC to Put U.S. and Taiwan Production on Equal Footing, Or Face a Huge Tariff Shock
China’s YMTC Is Now Tapping Into the DRAM Business, Producing It Domestically to Combat the HBM Shortage in the Region
After NVIDIA, Intel Is Reportedly Looking To Partner Up With Apple In a Potential Deal That Might Be Huge For The Foundry Division
Intel Reportedly Increases ASML High-NA EUV Equipment Orders, Aiming to Nail Cutting-Edge Chips Like 14A
TSMC Reveals Their Cutting-Edge A14 (1.4nm) Has Reached Yield Performance Ahead of Schedule & Features Huge Upgrades Over 2nm Process
OpenAI Announces Integration of NVIDIA’s Vera Rubin AI Platform, NVIDIA Announces Investing a Whopping $100 Billion
Half of Taiwanese Surveyed Reportedly Believe TSMC Is Already Becoming a U.S. Foundry After Major Investments Under the Trump Administration
TSMC’s 2nm Pricing Rumored to Rise by a Whopping 50%, Potentially Driving Up Consumer Product Costs Significantly
TSMC’s 2nm Process Has Reportedly Secured up to Fifteen Customers, Ten of Which Will Use It for HPC Products, Indicating Phenomenal Demand
NVIDIA-Samsung HBM Saga Might Have Come To Its End, As The Korean Giant Reportedly Secures ‘Pivotal’ HBM3E Qualification
NVIDIA CEO Jensen Huang Confirms x86 & ARM to ‘Co-Exist’ in Rack-Scale Offerings; Intel Foundry Adoption Still Remains Uncertain
NVIDIA To Invest $5 Billion Into Intel In a Blockbuster Deal; Team Blue To Build New x86 SoCs Featuring NVIDIA’s RTX GPUs Onboard
Huawei Showcases Its ‘Highly Competitive’ AI Chip Roadmap; Ascend 950PR To Feature Self-Built HBM With Release Slated For Q1 2026
NVIDIA’s CEO Shows Disappointment Toward the State of the Chinese AI Market as Beijing Goes All-In Towards Relying On Domestic Alternatives
China’s SMIC Reportedly Testing Nation’s First Self-Built DUV Machine in a Major Breakthrough That Could Scale Production to 5nm
NVIDIA’s ‘China-Specific’ RTX 6000D GPUs Are Being Ignored by Domestic Customers as They Don’t Even Keep Up With the GeForce RTX 5090
TSMC’s 2nm Process Is Expected to Witness Massive Demand, Higher Than 3nm, Leading To a Much Faster Production Ramp-Up
NVIDIA’s China Troubles Keep On Growing, As Beijing Now Accuses The Firm Of Violating Anti-Monopoly Laws; Could Be Fined Up to $1.7 Billion
NVIDIA Reportedly Set to Be TSMC’s First A16 (1.6nm) Customer, Likely Being Influenced By AMD’s Push For High-End AI GPUs
TSMC Bees Are Now Officially Certified as ‘Fab Workers,’ Delivering Sweet Honey Yields Driven By Eco-Friendly Changes Within Taiwanese Facilities
NVIDIA’s AI Servers Face ‘Unimaginable Demand’ Amid Blackwell Ultra GB300 Ramp-Up as Key Supplier Quanta Reports Production Bottlenecks
Elon Musk ‘Endorses’ AMD’s AI Hardware for Small to Medium AI Models, Implying That There’s Potential to Ease Reliance on NVIDIA
With the Next-Gen MI450 AI Lineup, AMD Says There Will Be ‘No Excuses, No Hesitation’ in Choosing Team Red Over NVIDIA In AI Workloads
NVIDIA Reportedly Partnering With Kioxia to Produce SSDs Up to 100x Faster Than Standard Models, Designed for AI Workloads
Alibaba’s AI Chip Reportedly Competes With NVIDIA’s H20 & Is Already Being Used To Train AI Models; Competition in China is Growing For Team Green
Intel’s Key Lobbyist for Ohio Plant, Along With Several Project Managers, Exits Amid Slowdown of U.S. Chipmaking Ambitions
Intel’s ‘Highly Promising’ Glass Substrate Plans Aren’t Changing Anytime Soon, as Team Blue Denies Rumors of Cancellation
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